Client Committee

Robert Beauregard is president and chief investment officer of Global Alpha Capital Management, a firm he co-founded in 2008. Global Alpha specializes in global small cap and manages over $8.7 billion in assets for institutional clients in the US, Canada and Europe.

Prior to founding Global Alpha, Robert worked for 11 years managing small cap portfolios for large institutions. Prior to that, he worked for 10 years in various managerial roles in large multinational companies and consulting firms.

Robert is a graduate of the Royal Military College of Canada and has completed his MBA at McGill University. He is holder of the CPA and CFA designations.

Jérôme Bichut is a partner at Boyden, a global recruitment firm. He also has a consulting practice advising in corporate strategy and asset management operations.

Prior to that, he ran the International Equity department of PSP investments for 16 years. He also worked as a portfolio manager in European equities at CDPQ.

Born in France, Jérôme has a Master of Economics and Finance from Sorbonne University. He has been a Chartered Financial Analyst since 1998.

Susan Da Sie has over 35 years of experience in the asset management industry in Montreal. Her career has encompassed the management of Canadian and US equity core institutional portfolios, North American mutual funds (US equity and US mid-cap growth) and Dividend and Income Funds.

She managed portfolios at TAL Investment Counsel, CIBC, Caisse de dépôt et placement du Québec, PSP Investments and Standard Life Investments/Manulife Asset Management.

Susan was a senior managing partner and head of a nine-member Canadian equity team at Standard Life/Manulife with assets under management of $7 billion. Her responsibilities also included institutional client meetings and presentations to financial advisors to market Manulife's Dividend and Income products.

Susan is a graduate of McGill University (Faculty Scholar - Finance) and a Chartered Financial Analyst. She is a member of the Board of Directors of Centaur Theatre. Prior to her career in finance, Susan was an accomplished classical musician, having played briefly for the Atlantic Symphony Orchestra and placed third in the MSO Competition for wind instruments.

Paul Harris started his investment career in foreign exchange at Bank of America in 1988 after graduating with a BA from the University of Toronto. Following a stint in foreign exchange at TD Securities, he transferred to TD Asset Management, where he received his CFA in 1994 and become a senior portfolio manager. Working in fixed income, he managed a money market fund and several bond funds with an emphasis on credit research.

Paul then moved to the Equity group where he managed the TD Bank Dividend Fund, Small Cap Fund and TD Bank Pension Fund. After a decade at TD Asset Management, Paul moved to Fiduciary Trust International in New York as a Senior Portfolio Manager of Global Equities for institutional clients.

Returning to Toronto three years later, he co-founded Avenue Investment Management and was instrumental in growing its assets under management from $5 million to $350 million over 15 years.

In 2019, Paul and Stephanie Douglas, his colleague from Avenue, combined their complementary skills to create Harris Douglas Asset Management, offering investing with financial planning and high-level client servicing.

Paul is chair of the University of St. Michael’s College at the University of Toronto and is a past chair of the Portfolio Management Association of Canada, a member of the Toronto Society of Financial Analysts and the CFA Institute and sits on several investment committees for major charitable organizations. He is a regular guest on BNN Bloomberg.

William (Bill) Healy is an investment professional, corporate director, and strategic consultant. He serves as an investment committee member for family offices, providing oversight on investment policy design, portfolio construction, asset allocation, and manager selection. With over 35 years of experience in investment counseling and portfolio management, he has worked in both public and private markets.

Bill has held senior roles throughout his career, including serving as a senior consultant at Prime Quadrant and as CIO and CXO at Portfolio HiWay. He also co-founded Patrimonica Asset Management Inc., the investment arm of a multi-family office based in Montreal, where he was president and CIO. Previously, he was vice-president and portfolio manager at TAL Private Management Inc. and McLean Budden Ltd., managing portfolios for wealthy families, foundations, and endowments.

Bill holds a BComm in Finance from Concordia University and an MSc in Financial Economics from the University of London. He is a CFA charter holder and has been actively involved with the Kenneth Woods Portfolio Management Program at Concordia’s John Molson School of Business since its inception in 2000.

Annie Laliberté is vice-president, Global Equities at Addenda Capital. She leads the team responsible for the management of International, Global and US Equity mandates.

Annie has been with Addenda since 2012, taking on roles of increasing responsibilities within the Global equity team. Prior to that, she held different roles related to research and portfolio management at CIBC Global Asset Management from 2002 to 2012. Annie started her career in 2000 working at Jarislowsky Fraser.

She holds a bachelor’s degree in business administration from HEC Montréal and the CFA designation. She also completed a certificate in Executive Leadership from Cornell University.

Kenneth Woods has devoted the majority of his energies to numerous investment, community and charitable organizations in Vancouver and Montreal over the last 23 years, including the KWPMP at Concordia University.

Continuing to be very active in investment organizations, he has also established endowments for children’s arts programs (Arts Umbrella), the St. Paul’s Hospital Sinus Centre and University of British Columbia Athletics in Vancouver.

In addition, he and his wife Anne have funded the Photomedicine Institute within the Skin Care Centre at Vancouver General Hospital. Each year they are involved in and financially support a variety of other worthy causes related to education—particularly that of children— and health care.

In respect to the former, they feel it is important to provide young people with chances to excel and develop their creative skills at a young age. As to the latter, all the initiatives have focused on leading-edge therapies pioneered by exceptional physicians and researchers.

Both the Woods are firm believers in giving back to the community and feel fortunate that they have been given the opportunity to do so.

Mr. Woods received a BSc degree from the University of British Columbia. In 1975 he completed his MBA at Concordia. Shortly thereafter, he obtained a diploma in accountancy at McGill University and was awarded his CA designation in 1977.

He was named a fellow of the Canadian Institute of Chartered Accountants in 2006. Concordia awarded Kenneth Woods an honorary doctorate in 2017. UBC has recently honoured him with a Big Block Award (athletics).

He has been involved in investment management for over 40 years.